Elevated Raw Material Costs and Supply Constraints in Supply Chains
First written in FY2023-Q1. 5 of 8 entries say "Restated". Latest entry: FY2026-H1.
CCI Group moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
4 other companies' latest entry also says "Reframed".
- FY2026-H1ReframedAnnual report
「The local economy’s service sector remains solid, supported by the recovery in tourism demand and inbound tourism, while the manufacturing sector continues to face uncertainty over its order environment as a result of the global economic slowdown and the impact of U.S. tariff measures.」
The focus of downside factors has shifted from the previous emphasis on persistently high raw material prices and supply constraints to uncertainty in the manufacturing sector’s order environment caused by the global economic slowdown and U.S. tariff measures. - FY2024RestatedAnnual report
「Japan’s economic recovery has paused amid downside factors including high prices and a slowdown in overseas economies. Cost-push inflation caused by rising import prices due to the weaker yen has increased households’ tendency to economize, and personal consumption remains stalled.」
Reconfirms rising import prices due to the weaker yen, high prices and a slowdown in overseas economies as downside factors for the economic recovery and personal consumption. - FY2024-Q3RestatedAnnual report
「Japan’s economic recovery has paused amid downside factors including high prices and a slowdown in overseas economies. Cost-push inflation caused by rising import prices due to the weaker yen has increased households’ tendency to economize, and personal consumption remains stalled.」
Continues to identify rising import prices due to the weaker yen, high prices and cost-push inflation as downside factors for the economic recovery and personal consumption. - FY2024-Q1SoftenedAnnual report
「Conditions in the manufacturing sector are improving as supply constraints ease and higher raw material costs are increasingly being passed through to selling prices.」
States that the easing of supply constraints and progress in passing higher raw material costs through to selling prices have partially reduced the impact of the supply chain constraints and high raw material costs identified in the previous fiscal year. Concerns about further increases in raw material and energy prices remain. - FY2023RestatedAnnual report
「In the manufacturing sector, the business environment is becoming increasingly challenging as persistently high raw material prices, the global semiconductor market downturn and prolonged supply constraints in the automotive industry weigh on activity.」
Reconfirms higher raw material costs, the semiconductor market downturn, supply constraints in the automotive industry and higher prices as downside factors for corporate earnings and regional economies. - FY2023-Q3RestatedAnnual report
「At the same time, downside factors for the recovery in corporate earnings and personal consumption remain, including persistently high energy and resource prices, rising import prices resulting from the rapid depreciation of the yen, and the resulting cost-push inflation.」
Reiterates higher resource prices, the weaker yen, rising import prices and cost-push inflation as continuing downside factors for the recovery in corporate earnings and personal consumption. - FY2023-Q2RestatedAnnual report
「While supply constraints in Japan’s economy have eased and the spread of COVID-19 has begun to recover, rising cost burdens stemming from higher resource prices and the weaker yen are weighing on the economic recovery.」
Continues to monitor downside risks from rising cost burdens and raw material prices caused by higher resource prices and the weaker yen, as well as uncertainty over international conditions, although supply constraints have eased. - FY2023-Q1First statedAnnual report
「In the manufacturing sector, persistently high raw material costs and supply constraints in supply chains have emerged amid changes in international conditions, including the rapid depreciation of the yen, the prolonged situation in Ukraine and lockdowns in Chinese cities, increasing uncertainty about the outlook.」
Describes the actual emergence of persistently high raw material costs and supply chain constraints, against a backdrop of the weaker yen, the situation in Ukraine and lockdowns in China, as downside factors for the manufacturing sector and regional economies.